Personal Financial Advisor Jobs in Greenwich, CT
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Senior Wealth Advisor - RDM Financial Group
- Westport, CT (16 miles from Greenwich, CT)
- 3 days ago
- Westport, CT (16 miles from Greenwich, CT)
- 3 days ago
Series 7/66 or Series 65; Insurance licenses a plus Certified Financial Planner (CFP) designation Technological skills including CRM and financial planning software 10 years of financial services experience...
Wealth Advisor - RDM Financial Group
- Westport, CT (16 miles from Greenwich, CT)
- 3 days ago
- Westport, CT (16 miles from Greenwich, CT)
- 3 days ago
Insurance licenses are ideal. 5+ years of prior experience in Financial Planning and/or Wealth Management....
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
Financial Planning Consultant - Hackensack, NJ
- Hackensack, NJ (24 miles from Greenwich, CT)
- 27 days ago
- Hackensack, NJ (24 miles from Greenwich, CT)
- 27 days ago
Certified Financial Planner (CFP) designation preferred....
Citi Wealth - Senior Wealth Advisor SAFE Act - Paramus
- Paramus, NJ (24 miles from Greenwich, CT)
- 27 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 27 days ago
, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented...
- Jericho, NY (17 miles from Greenwich, CT)
- 45+ days ago
- Jericho, NY (17 miles from Greenwich, CT)
- 45+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Wealth Advisor - PNC Investments
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 45+ days ago
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
Financial Advisor - Private Client Group
- Paramus, NJ (24 miles from Greenwich, CT)
- 90+ days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 90+ days ago
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2....
Demographic Data for Greenwich, CT
Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Greenwich, CT
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Greenwich, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- E-Verify
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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